See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,567 | $107,334-78.0% | $92,893-74.6% | $152,861-84.6% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 30.79% | 145.58%-114.8pp | 109.41%-78.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,475 | $4,221-65.0% | $3,653-59.6% | $4,762-69.0% |
| Participant deferral / active EE | $4,709 | $4,845-2.8% | $4,236+11.2% | $5,850-19.5% |
| Admin fee / account holder | $117 | $7,079-98.3% | $5,794-98.0% | $11,596-99.0% |